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Principal Finisterre EmMkts TR Bd Instl (PFUMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
8.98-0.02 (-0.22%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.99%
5-Year Average Return2.91%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Oct 21, 2024)14.75%
Worst 1 Yr Total Return (Oct 21, 2024)N/A
Best 3-Yr Total Return14.75%
Worst 3-Yr Total Return-1.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPFUMXCategory
YTD8.42%-0.13%
1-Month2.36%0.40%
3-Month6.56%3.23%
1-Year16.46%9.26%
3-Year2.59%5.92%
5-Year3.40%4.76%
10-Year0.00%4.29%
Last Bull Market11.86%11.92%
Last Bear Market-11.00%-4.79%

Annual Total Return (%) History

Year
PFUMXCategory
2024
N/AN/A
2023
11.20%N/A
2022
-9.30%N/A
2021
-2.99%N/A
2020
7.83%5.09%
2019
14.75%12.59%
2018
-1.61%-4.93%
2017
11.23%10.25%
2016
N/A10.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.59%-0.83%6.56%N/A
20232.84%3.66%-2.89%7.42%
2022-2.48%-11.00%-3.92%8.77%
2021-2.15%1.97%-1.55%-1.25%
2020-9.39%9.76%0.98%7.37%
20194.99%3.66%2.03%3.34%
20180.32%-1.90%1.47%-1.47%
20174.90%1.22%3.80%0.92%
2016-0.64%N/AN/AN/A

Rank In Category (By Total Return)

YTD54
1-Month15
3-Month22
1-Year70
3-Year9
5-Year12

Load Adjusted Returns

1-Year16.46%
3-Year2.59%
5-Year3.40%
10-YearN/A